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2025

Fog, Trump and interest rates

After the turmoil around the shutdown in the US, equity markets ended slightly up in November, driven by expectations of rate cuts and solid results ...

12.12.2025

Shutdown, Cuts, and Trade Truce

Stock markets rose in October, driven by rate cuts and an easing of the trade conflict between the US and China. 

10.11.2025

When Politics Meets Monetary Policy

The stock markets continued to rise in September, driven by interest rate cut in the US and renewed optimism in emerging economies.

16.10.2025

Fading Tariff Fears Provide Breathing Space

Equity markets continued higher in August, driven by fading tariff fears and expectations of interest rate cuts in the U.S. Despite weaker labor ...

12.09.2025

Trade deals fuel risk appetite and stock market records

Stock markets continued their upward trend in July, driven by easing trade tensions and a series of new agreements between the U.S. and key trading ...

12.08.2025

Debt ceiling in focus

In May, we witnessed a mixed performance in the global stock markets. The focus was on the debt ceiling issue in the United States, but eventually, a ...

06.06.2025

Global Stocks Rise Amid Recession Fears

The global stock markets continued to rise in April, as concerns about the banking crisis gradually subsided. Fear of recession is still a topic for ...

09.05.2025

Banking crisis caused fear

The global stock markets defied the banking crisis and rose in March. One of the contributors to this upturn was the decline in interest rates due to ...

12.04.2025

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